Every 8-K that United Natural Foods Inc (UNFI) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow UNFI and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full UNFI filings page.
United Natural Foods, Inc. (UNFI) reported a return to profitability and stronger cash generation for the fourth quarter and full year fiscal 2026 and announced a new share repurchase authorization. For the fourth quarter, net sales were $7.6 billion, down 0.7%, while net income was $35 million versus a prior-year loss of $87 million. Fourth-quarter Adjusted EBITDA rose 48.3% to $172 million and Adjusted EPS improved to $0.69 from an adjusted loss per share of $0.11. Full-year net sales declined 2.0% to $31.2 billion, but net income was $84 million compared with a loss of $118 million, and Adjusted EBITDA grew 27.0% to $701 million. Free cash flow for fiscal 2026 increased to $323 million, supporting a net debt reduction of $295 million and a net leverage ratio of 2.2x as of August 1, 2026. Liquidity totaled approximately $1.27 billion. The board authorized a new $200 million share repurchase program, following fourth-quarter buybacks of 420,502 shares for about $21 million. For fiscal 2027, UNFI guides to net sales of $31.2–$31.8 billion, net income of $105–$145 million, Adjusted EBITDA of $730–$780 million, and free cash flow of $275–$325 million.
United Natural Foods, Inc. announced a senior leadership realignment and new executive compensation arrangements. Effective August 3, 2026, Giorgio Matteo Tarditi becomes President and Chief Operating Officer and Louis Martin becomes Chief Commercial Officer. Alfredo Luchini will join as Chief Financial Officer on August 10, 2026.
Luchini’s offer includes an $800,000 base salary, an annual cash bonus targeted at 100% of salary, and a target annual equity award of $2,000,000 in RSUs and PSUs beginning in fiscal 2027, plus a $1,500,000 sign-on RSU grant and a $150,000 cash sign-on bonus. Tarditi’s base salary will increase from $848,000 to $890,000, and his target long-term incentive opportunity will rise from $2,500,000 to $2,625,000 starting with the fiscal 2027 grant.
As part of these changes, longtime executive Mark Bushway will leave the company on January 1, 2027 after serving as Chief Supply Chain Officer during a transition period, receiving severance benefits under the company’s Executive Severance Plan and prorated vesting of outstanding equity awards.
United Natural Foods, Inc. amended its existing Term Loan Agreement on June 18, 2026. The company and its co-borrowers repriced approximately $371 million of outstanding term loans, cutting the interest margin over the secured overnight financing rate (SOFR) from 4.75% to 4.00%. All other material terms of the term loan remain in effect, so the change is focused on lowering borrowing costs under the current facility.
United Natural Foods reported a sharp profit turnaround in its third quarter of fiscal 2026. Net sales were $7.7 billion, down 4.2% year over year, reflecting about 450 basis points of impact from network optimization and project roll-offs.
Net income rose to $33 million from a $7 million loss, with diluted EPS at $0.52 versus a loss of $0.12. Adjusted EBITDA increased 16.6% to $183 million and adjusted EPS climbed to $0.77 from $0.44, helped by higher gross margin and lower operating expenses.
Free cash flow was $54 million, down from $119 million as operating cash generation eased. Net debt stood at $1.63 billion with a net leverage ratio of 2.5x and total liquidity of about $1.25 billion. The company repurchased 82,233 shares for roughly $4 million and reaffirmed fiscal 2026 midpoints while narrowing ranges for sales, earnings and Adjusted EBITDA.
United Natural Foods, Inc. entered into an amended and restated asset-based revolving credit facility effective April 1, 2026, providing up to $2,400 million in borrowing capacity, including a U.S. Dollar equivalent $100 million Canadian dollar sublimit and a $130 million FILO tranche.
The facility bears interest at Base Rate plus 0.125–0.375 percentage points or Term SOFR plus 1.125–1.375 percentage points, depending on availability, with a 0.20% fee on unused commitments. It currently matures on the earlier of April 1, 2031 or specified dates tied to the company’s term loan and 6.750% senior notes.
Borrowing capacity is governed by a borrowing base formula primarily tied to eligible receivables and inventory, and certain financial covenants apply if availability falls below the greater of $204 million or 10% of the borrowing base. Obligations are guaranteed by most wholly owned subsidiaries and secured by first- and second-priority liens on specified assets.
United Natural Foods, Inc. reported improved profitability in its second quarter of fiscal 2026 despite lower sales. Net sales declined 2.6% to $7.9 billion, largely from network optimization and exiting a distribution center, but net income improved to $20 million and diluted EPS to $0.31 from a prior-year loss.
Adjusted EBITDA rose 23.4% to $179 million, while adjusted EPS increased to $0.62 from $0.22. Free cash flow grew to $243 million and operating expenses fell nearly 6%, reflecting productivity gains and cost savings. The company reduced total net debt to $1.68 billion, bringing its net leverage ratio to 2.7x, the lowest since fiscal 2023.
For fiscal 2026, UNFI lowered its net sales outlook to $31.0–$31.4 billion but raised guidance for net income, EPS, adjusted EPS, adjusted EBITDA, and free cash flow, now targeting adjusted EPS of $2.30–$2.70 and free cash flow of about $330 million. The company also repurchased about 743,000 shares for roughly $25 million during the quarter.
United Natural Foods, Inc. reported results from its Annual Meeting, where stockholders approved an increase of 1,500,000 shares under its Fifth Amended and Restated 2020 Equity Incentive Plan. Stockholders also elected ten directors, ratified KPMG LLP as independent auditor for the fiscal year ending August 1, 2026, and approved the company’s executive compensation on an advisory basis. A total of 52,435,279 shares were present in person or by proxy out of 60,931,668 shares of common stock outstanding and entitled to vote as of October 22, 2025.
The company also discussed its stock repurchase program, authorized in September 2022 for up to $200 million of common stock over four years and currently showing $138 million remaining. United Natural Foods has not repurchased shares under the program since the fourth quarter of its fiscal year ended July 29, 2023, but now expects to resume opportunistic repurchases. Repurchases are currently limited to $25 million under its term loan agreement until its Consolidated Total Net Leverage Ratio is no greater than 3.00:1.00, and will be managed alongside capital investment and net leverage reduction targets.
United Natural Foods, Inc. (UNFI) announced that it issued a press release outlining its value creation strategy and long-term financial targets, which will be discussed at its 2025 Investor Day in New York. The Investor Day is scheduled for 9:00 a.m. EST on December 10, 2025.
The company has also posted an investor presentation and is providing a live webcast of management presentations, along with a replay, on the Investors section of its website. The press release is furnished as an exhibit to this report and, along with the presentation and webcast, is intended to give investors more detail on the company’s strategic and financial plans.
United Natural Foods, Inc. reported that it has released its financial results for the first fiscal quarter ended November 1, 2025. The company announced that these results are described in a press release dated December 2, 2025, which is included as Exhibit 99.1. United Natural Foods will also provide an investor presentation and supplemental materials on the Investors section of its website to give additional detail on its performance for the quarter.
The company states that the press release and related materials are being furnished rather than filed under the Securities Exchange Act of 1934, which limits their use for certain legal purposes and incorporation by reference into other securities filings.
United Natural Foods, Inc. (UNFI) announced that it has made its 2025 Impact Report available, which summarizes the company’s sustainability efforts across its value chain for fiscal year 2025. The report is accessible through the Investors section of the company’s website under the Sustainability tab. The company also notes that this disclosure is being furnished under Regulation FD and is not considered filed under securities laws unless specifically incorporated by reference elsewhere.
United Natural Foods, Inc. filed a current report to announce that it has released its financial results for the fourth quarter and fiscal year ended August 2, 2025.
On September 30, 2025, the company issued a press release detailing these results, which is furnished as Exhibit 99.1, and plans to provide an investor presentation on the Investors section of its website.
The information in this report, including the exhibits, is being furnished rather than filed, meaning it is not subject to certain liability provisions of the Securities Exchange Act of 1934 and is not automatically incorporated by reference into other securities filings.
United Natural Foods, Inc. is changing how it reports its business segments to match a new product-centered structure. In the fourth quarter of fiscal 2025, the company reorganized its internal financial reporting and management processes so that results better reflect how its leadership now runs the business.
Operations that were previously grouped under Wholesale will be split between two new segments called Natural and Conventional, and some activities that were in Other will move into the Natural segment. Going forward, the company will report three main segments: Natural, Conventional and Retail, with Corporate and Other capturing shared corporate functions and intersegment eliminations.
To help investors understand the new structure, United Natural Foods has posted a supplemental information package on its investor website that recasts historical segment results for each quarter and year from fiscal 2023 to 2024 and the first three quarters of fiscal 2025 under the new segment definitions. The information in this update is being furnished under Regulation FD, meaning it is not treated as filed for liability purposes under the Exchange Act.
United Natural Foods, Inc. (UNFI) filed an 8-K on 16 Jul 2025 to furnish a press release (Ex. 99.1) under Item 7.01. The release, not included in the filing, is said to provide an updated fiscal-year 2025 outlook (year ending 2 Aug 2025) and information on a previously disclosed cyber incident. Management will also post an investor presentation on the company’s website. The furnished materials are expressly not deemed “filed” for liability purposes. No financial figures, guidance values or qualitative details regarding the outlook revision or cyber-event impact are contained in this report.
United Natural Foods (NYSE: UNFI) filed an 8-K disclosing a material cybersecurity incident first detected on June 5, 2025. Containment steps briefly halted order fulfillment, but core ordering and invoicing systems are now restored and shipping has resumed. Management cites reduced sales volume, higher operating costs and ongoing remediation expenses, and believes the event is reasonably likely to materially lower Q4-FY25 net income and adjusted EBITDA versus prior internal projections. The company carries cyber-insurance it expects will offset most losses, though claims may extend into FY26. No consumer personal or protected health information was compromised. UNFI will release an updated FY25 outlook in July and does not foresee long-term strategic objectives being affected.